Redesigning Employee Onboarding Flow

Redesigning Employee Onboarding Flow

Redesigning Employee Onboarding Flow

Created one centralized dasboard with upgraded features to streamline the onboarding process with everything in one place

Role

UX Designer

Role

UX Designer

Role

UX Designer

Duration

5 days

Duration

5 days

Duration

5 days

Team

5 Designers

Team

5 Designers

Team

5 Designers

Tools

Figma

Tools

Figma

Tools

Figma

Define: design challenge prompt

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

UX Research

UX Research

UX Research

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

Final Solution

Final Solution

Final Solution

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

Reflections

Reflections

Reflections

If we had more time, potential next steps could include:


If we had more time, potential next steps could include:


If we had more time, potential next steps could include:


Happy you made it here!

I'm always looking to connect and collaborate on new ideas. Please feel free to reach out ᵔ ᵕ ᵔ

sarachae@umich.edu

Redesigning Employee Onboarding Flow

Redesigning Employee Onboarding Flow

Redesigning Employee Onboarding Flow

Created one centralized dasboard with upgraded features to streamline the onboarding process with everything in one place

Role

UX Designer

Role

UX Designer

Role

UX Designer

Duration

5 days

Duration

5 days

Duration

5 days

Team

5 Designers

Team

5 Designers

Team

5 Designers

Tools

Figma

Tools

Figma

Tools

Figma

Define: design challenge prompt

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

UX Research

UX Research

UX Research

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

Final Solution

Final Solution

Final Solution

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

Reflections

Reflections

Reflections

If we had more time, potential next steps could include:


If we had more time, potential next steps could include:


If we had more time, potential next steps could include:


Happy you made it here!

I'm always looking to connect and collaborate on new ideas. Please feel free to reach out ᵔ ᵕ ᵔ

sarachae@umich.edu

Redesigning Employee Onboarding Flow

Redesigning Employee Onboarding Flow

Redesigning Employee Onboarding Flow

Created one centralized dasboard with upgraded features to streamline the onboarding process with everything in one place

Role

UX Designer

Role

UX Designer

Role

UX Designer

Duration

5 days

Duration

5 days

Duration

5 days

Team

5 Designers

Team

5 Designers

Team

5 Designers

Tools

Figma

Tools

Figma

Tools

Figma

Define: design challenge prompt

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

For 5 days, me and 4 other designers at JPMorgan Chase worked to streamline the onboarding experience for new-hires.

We were prompted to create a better onboarding experience for new employees by addressing one or more aspects of the process to ensure it is comprehensive, engaging, and supportive.

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

We focused on 3 problem areas to decide how we wanted to create a comprehensive solution:

UX Research

UX Research

UX Research

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

To figure out the current journey, we conducted qualitative research and analysis:

With two days dedicated to conducting research, we interviewed 2 JPMC new-hires, each 20 minutes, to discuss their onboarding experience.

  • Participant 1: Data Analyst Intern

  • Participant 2: Quant Research Analyst


To better visualize our data, we carried out the following…

  1. Empathy Mapping to visualize our interview data and better understand the new-hire experience

  2. Journey Mapping to uncover the main pain points


We uncovered 5 key pain points:


Key quotes from interviews that identified our main pain points:

Final Solution

Final Solution

Final Solution

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

All-in-one onboarding dashboard with upgraded features

We centered our solution around creating a dashboard where we could bring in different onboarding resources that would help alleviate the stress of trying to find them.


  1. Centralized Dashboard Design

—> Currently…

New-hires have to click on 2 flows to access their onboarding trainings, causing confusion.

—> Our Solution:

Consolidate all those trainings into one place that helps new-hires visualize how far along they are in the process before completion.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

While new-hires are being onboarded, they will be shown a dashboard including the following:

  1. Checklist of their required onboarding tasks that can be filtered based on when they're due, as well as upcoming trainings not yet unlocked

  2. List of completed trainings to refer back to

  3. Training sessions new-hires can optionally sign up for

  4. Directory of helpful links to navigate areas of the firm that can be filtered as seen below


First special feature of the dashboard:

  1. Introducing LLaMy: A go-to personalized assistant powered by LLM Suite (JPMC's AI Chatbot)

Using JPMorgan's personal AI Chatbot built for employees to use, LLM Suite, we created an easily accessible AI buddy integrated across desktop experience. LLaMy provides personalized guidance according to current needs & skillset and takes users to direct links on relevant learnings & trainings.

Here, LLaMy is assisting Aurora, a user from the Home Lending team/line of business (LOB). LLaMy suggests potential prompts for Aurora to use, enabling the chatbot to direct her to the appropriate resources.



  1. Introducing Circles: A network of social communities for employees to join

—> Currently…

New hires often avoid JPMC’s social communities because of outdated designs and limited activity options. Many employees remain within their immediate teams and rarely branch out, as there are few clubs or groups that reflect shared interests.

—> Our Solution:

Here, users are introduced to all available Circles they can join, recommended CIrcles to join based on tags and filters, and see fellow team members that are in these Circles. Once the user joins a Circle, like the Matcha Club, users are brought to their own dashboard of Circles, where they can view details of the next Matcha Club event.

New-hires can send each other invites for events as a way to interact and spread the word. With this solution, we aim to keep employees engaged with one other and develop a sense of social connection within the firm.



  1. Career Growth Page: Personalizing new-hires’ long-term career growth plan

With a career growth page, we aim to align personal goals with the company's values. Company values resonate more when they have a clear personal connection, so we wanted to provide a space for employees to have that reflection.

Users create goals either manually or through suggested potential goals. Then, they are shown a visual on how that goal is aligned with the company and suggested actions they can take to achieve that goal.

After completing the onboarding process, new hires are given a personalized dashboard that highlights their Circles, quick links to company updates, a curated list of helpful resources, and suggested actions to help them achieve their goals.

Reflections

Reflections

Reflections

If we had more time, potential next steps could include:


If we had more time, potential next steps could include:


If we had more time, potential next steps could include:


Happy you made it here!

I'm always looking to connect and collaborate on new ideas. Please feel free to reach out ᵔ ᵕ ᵔ

sarachae@umich.edu

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